Found ? profiles matching your search criteria (financial advisor)

Financial Claims Advisor

I am a hardworking individual with the drive and ambition needed to succeed. I enjoy working alone but also as part of a team. I set myself targets and goals in order for me to be continually ...improving. I currently work on behalf of a Financial Claims company generating business for those who have been mis-sold financial... products. I enjoy working within the Sales/Business Generating sector and it is something I can see myself doing for years to come. Outside of work, I am doing a business studies course with The Open University. I am hoping this will contribute to my knowledge of the business world and assist me with taking my career further.
Skills: Cold calling | Telesales

Financial advisor, Accounts writing, Data entry

Hi, I am a professionaly qualified Chartered Accountant, having experience as in equity research, Accounting, taxation & financial modelling. My specalization in equity Research is in following sectors - Technology, - Financial Services, - Healthcare, - Communication & Network . I have been independently building DCF, M&A , EVA, comparable analysis models (my foray is working in pilot projects & building models form scratch) alongwith this I have also been working on consensus & Cash Flow models.( Majority of them are US companies with some European names) Normally these models are build using Edgar, Thomson one, Reuters, S&P, Moodey's, Factiva & many such other databases. I have been working in this field for ...past 2 years. I am interested in providing services in Financial modelling, Financial planning, accounts writing & any other financial... services at reasonable hourly rates (I am also open for a fixed fee projects), incase if you feel that I am a suitable person for your projects then please feel free to contact me for partnerships, Thank you, Pratik
Skills: Bookkeeping (double-entry)

debt advisor/financial counsellor

I am semi retired after over 30 years in retail banking in various capacities. I have good financial skills, am... numerate, articulate and computer literate. I work as a licensed freelance debt counsellor, re-structuring people's finances, making arrangements with creditors etc. I have bookkeeping skills and offer advice to individuals and small businesses, particularly buy to let landlords.
Skills: Bookkeeping (double-entry) | Customer Service | debt counselling | ... financial management | English | Public Relations Skill | Technical Writing Skills

Financial Advisor

I have a degree in marketing with a minor in ...management. I have also represented my country at tennis & played on the tour. I am now self-employed in financial... services so can offer advice/work. Am willing to take on any suitable part-time for jobs to boost income.
Skills: Face to face selling

Accounting, Book Keeping, Financial Advisor

I am ...working in a nation wide company as Branch Accountant, and I have a nice experience of Accounting, Book keeping, Financial... Advising, Payroll, and other accountancy related works. I am also assisting my Father in his work, he is a Public Accountant working as a private consultant. I have also done one project for translation, from English to Urdu, and I can work for Data Entry and Copy Editing/writing.
Skills: Bookkeeping (double-entry) | Copy Writing | Editing Skills | ... English | MS Excel | MS Word | Quickbooks | Trial Balance

Financial Advisor/ Planner

I am a financial services professional with extensive experience in customer service and sales.
Skills: Cold calling | English | Face to face... selling | Lead generation | MS Access | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Speed typing > 50 WPM | Telesales

bookkeeper; financial advisor

I am CA with MBA and Masters in Accounting & Finance, I used to be Financial Controller for a large... butterfly valve manufacturer and for long time I worked as Assistant Controller for a Oil & Gas company. I am also University Professor for Management Account, Financial Math and Statistics. In Scotland I am doing PhD in Accounting & Finance and I am also fluent in Portuguese and Spanish, so I am open to teach and(or) transcript those languages. I am looking for part-time activities (remote or in loco) related to accounting (bookkeeper), finance consultancy, support to business.
Skills: Auditing | Bookkeeping ...(double-entry) | Financial Modelling | Financial Modelling | Financial... Modelling | Financial Modelling | Managing People | MS Excel | Portuguese | Quickbooks | SAP | Spanish | Trial Balance

Legal secretary / financial advisor

I am a qualified legal secretary and used to making transcripts, general typing, administrative ...and office duties. I have more recently been a qualified financial adviser again typing reports, data entry, note taking, financial... specific document production and again all general office duties. I would class myself as professional and act within the strictest confidence.

Accountant, MS Excel Advisor, Financial Advisor

I'm James, a part qualified ACCA accountant. I specialise in excel development from a finance perspective and able to develop complex statistical models, management information and summarise data in a magnitude of formats; as well as providing automated solutions to everyday business problems. In addition to ...the above, I can extract data from relational databases using SQL, write VBA macros, create custom reports from various financial... packages (including various accounting systems and Bloomberg) and can work with interfacing systems. I am able to advise, create and file tax returns (both self employed income tax computations and corporation tax CT600s (generally from a shoe box of receipts). Able to assist larger corporations with various year end processes and filing of statutory accounts / VAT returns etc. I have experience of working at both ends of the market spectrum from HSBC private bank (in the investment advisory section) to a small housing association (in the finance section), as well as for various self employed individuals and other organisations. I am qualified to provide investment advice holding the SII Certificate in Investment Management. Outside of the 'office' I am a keen mountaineer and also teach dingy sailing on voluntary terms for my local sailing club. Please feel free to get in touch for an informal chat.
Skills: Bookkeeping (double-entry) | Data Modelling | EDI | English | ... Financial Modelling | MS Excel | MS Word | MS-SQL | Project Management | Technical Writing Skills | Trial Balance | VAT returns | VBA

A Financial Advisor and Consultant Having Expertise in ...

Professionally Qualified CFA working as a Financial Advisor and Consultant with Expertise in Preparation and Presentation of Financial Statement, Cost... Analysis and Preparation of Budgets and Projects. Variance Analysis. General Accounting, Reconciliations, Invoice Preparations, Data Management and Analysis Expertise.
Skills: Auditing | Bookkeeping (double-entry) | English | Financial Modelling | ... Hindi | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Project Management | Speed typing > 50 WPM | Trial Balance

Currency strategist equity forex trader financial advis...

Currency strategist equity forex trader financial advisor
Skills: English | Technical Writing Skills

PowerPoint Presentation and Report Writing, Graphics De...

Market Research Presentations, Business Consulting Presentations, Investment ...Banking Presentations, Financial Research Presentations, PowerPoint Presentations, Report Writing and Charting Graphics Design, Marketing and Advertising Financial and Insurance Advisor
Skills: Capacity Planning | Commercial / Advertising Photography | ... Forecasting | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Office Management | Photoshop | Portrait Photography | Power Point Formatting | Production Management | Project Management | Six Sigma Green Belt | Speed typing > 60 WPM

Corporate Financial Advisor/ Corporate Secretary

We provide financial, administrative and legal services to both public and private companies.
Skills: Bookkeeping (double-entry) | Chinese (Mandarin) | Financial Modelling | ... Management Skills | MS Excel | MS Power Point | MS Word | Technical Writing Skills | Valuations | VAT returns

Ex-electronics engineer, financial advisor, property de...

I am able to provide my services in all the above fields, having had extensive experience in all. My speciality... is writing for advertising, mailshots, sales promotions, brochures, leaflets etc. My rates are fully negotiable within reason. I also have extensive knowledge of the USA and Canadian market, having been a resident there previously.
Skills: Commercial / Advertising Photography | Copy Writing | ... Editing Skills | English | Hindi | Journalistic writing | Other | Portrait Photography | Technical Writing Skills

Accountant, Excel advanced, Financial advisor, teacher, ...

Dynamic Excel Spreadsheets for businesses and other organizations. Financial/Management advisory/consulting. Accounting and management training. Computer end-user training. Internal controlling system... design and implementation. Project management.
Skills: Auditing | Financial Modelling | MS Excel | Sales... and marketing | Training

technical writing, financial advisor, desktop publishin...

I offer a wide range of disparate skills on a freelance basis. Like everyone I have a wide range of competencies, some of which I have listed below. I am happy to undertake a ...wide range of projects, from technical writing, to call-centre services, to data entry, to removals, to lorry driving, to financial... advice.
Skills: Blogging | Dreamweaver | Editing Skills | English | FrontPage... 2000 | Journalistic writing | MS Access | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Photoshop | SAP | SAP | Technical Writing Skills

Financial Advisor, Customer Service, Admin realted, Pho...

I can give the best customer service in terms of financial advising, tax saving, Admin related works, MS office /... Open office works related and letter head / visiting cards designing. As my hobbies include Photography and Bonsai tress training, I can help you in these also.
Skills: Copy Writing | English | Hindi | Other | Sales/... Marketing letters

Treasury analyst, Treasurer, Main Specialist in Forex M...

I am looking for a job I can do at home e.g. home data entry clerk, translator (polish-english, english-polish), reporter... in finance field - Eastern Europe. I have 5 years experience in Forex Market as a Main Specialist and 3-years experience as a Treasury Analyst, Treasurer.
Skills: English

Property advisor, Financial planning, book keeping, int...

I provide financial and step-by-step advise on property investment, management and full reconstruction. Bookkeeping one of the functional parts of... the service. I am fluent in English, Russian and Lithuanian.
Skills: Bookkeeping (double-entry) | English | Lithuanian | Managing People | ... MS Excel | MS Power Point | MS Word | Russian | Valuations

Financial Controller and Small Business Tax Advisor

I have twenty five years experience in helping sole traders and small businesses completing their accounts, tax and VAT returns... from either full complete or incomplete records I specialise in helping where business are behind on their returns or accounts and have been dealing with HM Revenue and Customs for over twenty years
Skills: Auditing | Sage Line 50 | Subcontractors accounts | ... Tax Return